See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Distribution (12b... | $220,064 |
DEUTSCHE BANK SECURITIES INC.1+ years Filed as: DEUTSCHE BANK SECURITIES Service code 16 · EIN 13-2730828 | Consulting | $65,873 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,220 | $86,791-42.1% | $115,037-56.3% | $59,188-15.2% |
| Participation rate | 74.7% | 72.8%+1.8pp | 81.4%-6.7pp | 69.4%+5.3pp |
| Annual return | 5.63% | 4.44%+1.2pp | 26.14%-20.5pp | 5.51%+0.1pp |
| Employer contribution / active EE | $997 | $2,950-66.2% | $4,608-78.4% | $2,098-52.5% |
| Participant deferral / active EE | $5,904 | $5,298+11.5% | $6,026-2.0% | $3,265+80.9% |
| Admin fee / account holder | $202 | $95+112.9% | $8,175-97.5% | $92+119.1% |